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Walker & Dunlop

217 hedge funds and large institutions have $2.08B invested in Walker & Dunlop in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $1.5M

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

7% more capital invested

Capital invested by funds: $1.95B → $2.08B (+$135M)

1.59% more ownership

Funds ownership: 77.4%78.99% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 242217 (-25)

50% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 48

Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
84
Reduced
67
Closed
48
Calls
$2.06M
Puts
$1.5M
Net Calls
+$568K
Net Calls Change
+$979K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
SouthState Corp
Florida
$23.7K
SO
177
STRS Ohio
Ohio
$23K -$14.4K -200 -40%
HNB
178
Huntington National Bank
Ohio
$22.1K
EWA
179
EverSource Wealth Advisors
Alabama
$21.8K +$14.9K +206 +294%
CA
180
Continuum Advisory
Idaho
$21K
Nomura Asset Management
181
Nomura Asset Management
Japan
$20.6K +$10.8K +150 +136%
CTA
182
Colonial Trust Advisors
South Carolina
$19.7K +$72 +1 +0.4%
PA
183
Parallel Advisors
California
$16.1K +$12.1K +167 +464%
RBC
184
Roble Belko & Company
Pennsylvania
$16K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$12.1K +$2.53K +35 +30%
RDFA
186
Ritter Daniher Financial Advisory
Ohio
$10.3K +$9.39K +130 New
TFA
187
Toth Financial Advisory
Virginia
$7.91K
TC
188
Truvestments Capital
Florida
$7.43K
GIA
189
GHP Investment Advisors
Colorado
$6.64K
CFGS
190
Concourse Financial Group Securities
Alabama
$5.93K
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$4K +$3.75K +52 New
SIC
192
Salem Investment Counselors
North Carolina
$3.96K +$3.61K +50 New
QL
193
Quarry LP
New York
$3.8K +$3.47K +48 New
LC
194
Lindbrook Capital
California
$3.4K +$1.95K +27 +169%
FFA
195
Farther Finance Advisors
California
$3.16K
CWP
196
Concord Wealth Partners
Virginia
$2.93K
MTIC
197
Missouri Trust & Investment Company
Missouri
$2.77K
GEA
198
Glen Eagle Advisors
New Jersey
$2.72K +$72 +1 +3%
NA
199
NewEdge Advisors
Louisiana
$2.37K
BAAM
200
Baker Avenue Asset Management
California
$2.21K +$2.02K +28 New

WD Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2023, worth a combined $2.08B — up 6.9% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WD and 24 opened new positions — a net loss of 24 holders — while 67 trimmed existing stakes and 84 added.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $30.9M.

  • 217 institutional investors held Walker & Dunlop (WD) as of Q2 2023, down from 242 in Q1 2023.
  • Funds reported $2.08B of Walker & Dunlop stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 24 funds opened new Walker & Dunlop positions in Q2 2023 and 48 closed out, a net change of -24 holders.
  • The largest Walker & Dunlop buyer in Q2 2023 was Sequoia Financial Advisors, an estimated $18.3M added.
  • The largest Walker & Dunlop seller in Q2 2023 was Fidelity Investments, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2023.